Rakhee holds the Diploma in Financial Planning with the Chartered Insurance Institute.
Rakhee has a wealth of experience in the Financial Services Industry, having worked as a financial adviser for over 14 years. This includes 4 years working as a commercial financial planning specialist. She has considerable experience of helping clients to build their personal wealth including retirement planning, tax mitigation, personal investments and protection for the family in the event of any unforeseen problems. In addition, Rakhee offers specialist advice in the small business space regarding all areas of finance, including pensions, employee benefit schemes, corporate investments and protection for the business owners.
Rakhee takes great pride in her role as a holistic financial planner and works tirelessly, trying to achieve the optimum solution for each client. She is highly professional and her business philosophy is to place her clients best interests at the heart of everything that she does.
Rakhee is married to Jon and adores her two boys Charlie and Kyan. In her spare time, Rakhee loves to read books, go to the theatre and keep-fit.